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Nonprofiteer
← JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION

Form 990 for tax year 2022

Filed by JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION.

Totals

Total revenue
$48,169,497
Total expenses
$48,724,140
Contributions and grants received
$38,464,221
Grants paid
$35,249,324
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$35,630,351
Management and general expenses
$4,431,846
Fundraising expenses
$8,661,943
Program service expenses (Part III)
$35,630,351

Program services were 73.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ELIZABETH A ELKAS

    PRESIDENT AND CEO

    Total calculated
    $478,289
    From this org
    $437,068
    From related orgs
    $0
    Other
    $41,221
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $385,554
    Bonus
    $51,000
    Other
    $514
    Deferred
    $23,647
    Nontaxable benefits
    $17,574
    Filer's total
    $478,289

  • MEGHAN MILLER

    CHIEF OPERATING OFFICER

    Total calculated
    $300,350
    From this org
    $265,835
    From related orgs
    $0
    Other
    $34,515
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $245,393
    Bonus
    $20,400
    Other
    $42
    Deferred
    $12,011
    Nontaxable benefits
    $22,504
    Filer's total
    $300,350

  • KAREN SPATARO

    CHIEF COMMUNICATIONS OFFICER

    Total calculated
    $266,701
    From this org
    $236,883
    From related orgs
    $0
    Other
    $29,818
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $214,441
    Bonus
    $22,400
    Other
    $42
    Deferred
    $7,314
    Nontaxable benefits
    $22,504
    Filer's total
    $266,701

  • CARA LATHROP

    VP, COMMUNITY GIVING

    Total calculated
    $183,315
    From this org
    $175,713
    From related orgs
    $0
    Other
    $7,602
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,450
    Bonus
    $10,200
    Other
    $63
    Deferred
    $6,656
    Nontaxable benefits
    $946
    Filer's total
    $183,315

  • BILL HALE

    VP, PEOPLE

    Total calculated
    $177,174
    From this org
    $159,055
    From related orgs
    $0
    Other
    $18,119
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,259
    Bonus
    $13,700
    Other
    $96
    Deferred
    $7,155
    Nontaxable benefits
    $10,964
    Filer's total
    $177,174

  • BILLY JO CRIPE

    VP, FINANCE

    Total calculated
    $175,876
    From this org
    $166,739
    From related orgs
    $0
    Other
    $9,137
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,497
    Bonus
    $10,200
    Other
    $42
    Deferred
    $7,253
    Nontaxable benefits
    $1,884
    Filer's total
    $175,876

  • KATHRYN BRINKERHOFF

    VP, LEADERSHIP GIVING

    Total calculated
    $172,719
    From this org
    $150,825
    From related orgs
    $0
    Other
    $21,894
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,083
    Bonus
    $9,700
    Other
    $42
    Deferred
    $6,812
    Nontaxable benefits
    $15,082
    Filer's total
    $172,719

  • ALANE HELMER

    AVP, CORPORATE AND FOUNDATION

    Total calculated
    $137,421
    From this org
    $109,678
    From related orgs
    $0
    Other
    $27,743
    Hours/week
    40

  • J MURRAY CLARK

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2.5

  • LEAH CORINNE MARTINSON MD

    VICE CHAIR AND SECRETARY

    Total calculated
    $0
    Hours/week
    2.5

  • OTTO N FRENZEL IV

    TREASURER

    Total calculated
    $0
    Hours/week
    2.5

  • PAMELA WHITTEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DENNIS M MURPHY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL L SMITH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • FARAZ ABBASI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GABRIEL ALEJANDRO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • AMY BALCIUS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARY BOELKE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • REGINA CROSS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CASEY CROUSE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOHN DILLON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JULIE ESKENAZI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • C PERRY GRIFFITH JR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JANA HAGEMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DAN HANN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JERRY HENRY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JAY HESS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JANET HOLCOMB

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ROBERT G JONES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • REV EDWARD A MALLOY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LAURIE BURNS MCROBBIE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SYAM NAIR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JON OWENS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOYCE ROGERS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ALAN L SCHWARTZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GLENN SCOLNIK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JERRY SEMLER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GEORGETTE SMITH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARK SMITH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KRISTIAN STRICKLEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CRAIG SVENNSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ALONZO WEEMS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Discretionary spending account
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 1A
DISCRETIONARY PAYMENTS: THE PRESIDENT AND CEO RECEIVES A $10,000 DISCRETIONARY SPENDING ALLOWANCE EACH FISCAL YEAR TO USE AT HER DISCRETION. THIS IS NOT INCLUDED IN TAXABLE INCOME IF IT IS USED FOR A REIMBURSABLE EXPENSE.
SCHEDULE J, PART I, LINE 4C
THE PRESIDENT AND CEO IS A PARTICIPANT IN A 457(F) PLAN. DURING CALENDARY YEAR 2022, $13,366 WAS PUT INTO THE PLAN. THE PLAN VESTS STARTING 6/30/2024.
SCHEDULE J, PART I, LINE 7
NONFIXED PAYMENTS: THE BONUSES INCLUDED IN PART II, COLUMN (II) ARE PERFORMANCE BASED BONUSES ACCRUED AT THE FISCAL YEAR END FOR ELIGIBLE EMPLOYEES, INCLUDING OFFICERS AND HIGHEST COMPENSATED EMPLOYEES. THESE BONUSES WERE APPROVED BY THE BOARD OF DIRECTORS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
15 January 2024
IRS schema version
2022v5.0
Source object
202400129349300000

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